Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Trading Japanese equities since 2004 I have worked at several firms in Tokyo, HK and currently Singapore. My main focus since 2015 has been on fundamentally driven, sector neutral L/S strategies for the large-cap Japan universe, with a tilt towards the tech and industrial sectors.

Japanese Equity Specialist

Japan Morning Connection: Tech and AI Push Higher Despite the Ongoing Iran Standoff

Japan Morning Connection: Space and Quantum Names Primed for a Surge

Japan Morning Connection: Hopes of Ceasefire Extension to Lift Sentiment

Japan Morning Connection: Risk on as Tech and Memory Names Reach All Time Highs

Japan Morning Connection: Ceasefire Set to Send Tech and AI Laggards Surging Higher

Japan Morning Connection: Memory Names Lead the Charge Back to Pre-War Highs on Iran Optimism

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Watch Fujitsu, NEC and OBIC as software likely catches a defensive bid.</li>
<li>Keep an eye on Japan's laser and photonic mid-caps for a lower entry today as markets correct.</li>
<li>Kioxia rose an eye watering +38% over last week so likely to see profit taking creep in for this.</li>
</ul>


Watch Fujitsu, NEC and OBIC as software likely catches a defensive bid.
Keep an eye on Japan's laser and photonic mid-caps for a lower entry today as markets correct.
Kioxia rose an eye watering +38% over last week so likely to see profit taking creep in for this.


Japan Morning Connection: Last Week's Big Winners Face Profit Taking as Iran Talks Fail